Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $412 Million
- Q3 2025
A detailed history of Triangle Securities Wealth Management transactions in Advisors Inner Circle Fd Iii S stock. As of the latest transaction made, Triangle Securities Wealth Management holds 77,227 shares of SAGP stock, worth $2.66 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
77,227
Previous 80,519
4.09%
Holding current value
$2.66 Million
Previous $2.65 Million
0.19%
% of portfolio
0.64%
Previous 0.7%
Shares
12 transactions
Others Institutions Holding SAGP
# of Institutions
14Shares Held
1.03MCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI436KShares$15 Million0.03% of portfolio
-
Envestnet Asset Management Inc407KShares$14 Million0.0% of portfolio
-
Greenwich Wealth Management LLC Greenwich, CT51.1KShares$1.76 Million0.08% of portfolio
-
Cambridge Advisors Inc.19.6KShares$672,5070.14% of portfolio
-
Archford Capital Strategies, LLC14.1KShares$483,7950.06% of portfolio